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DFUS

Dimensional US Equity ETF
DFUS

262 hedge funds and large institutions have $2.36B invested in Dimensional US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 262 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.24% more ownership

Funds ownership: 0% → 42.24% (+42%)

Holders
262
Holders Change
+262
Holders Change %
–
% of All Funds
4.56%
Holding in Top 10
25
Holding in Top 10 Change
+25
Holding in Top 10 Change %
% of All Funds
0.44%
New
262
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
Plancorp LLC
Missouri
+$278M
2
BSW
Buckingham Strategic Wealth
Missouri
+$248M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$223M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$179M
5
TWA
TCI Wealth Advisors
Arizona
+$97.6M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
226
Caprock Group
Idaho
$236K +$233K +5,009 New
UB
227
UMB Bank
Missouri
$233K +$230K +4,939 New
GWS
228
Glassman Wealth Services
Virginia
$232K +$229K +4,916 New
RJT
229
Raymond James Trust
Florida
$231K +$229K +4,912 New
VCP
230
Vista Capital Partners
Oregon
$222K +$219K +4,705 New
WAM
231
Weatherly Asset Management
California
$219K +$216K +4,643 New
FAIM
232
Financial Advocates Investment Management
Washington
$215K +$213K +4,561 New
SS
233
Simplicity Solutions
Minnesota
$215K +$213K +4,568 New
SWG
234
Summit Wealth Group
Vermont
$213K +$211K +4,528 New
MWP
235
Meridian Wealth Partners
Pennsylvania
$212K +$210K +4,496 New
HB
236
Homrich & Berg
Georgia
$212K +$210K +4,504 New
AMG
237
Advisors Management Group
Wisconsin
$207K +$205K +4,392 New
DWT
238
Dorsey & Whitney Trust
South Dakota
$206K +$204K +4,372 New
BSSFA
239
Baron Silver Stevens Financial Advisors
Florida
$205K +$203K +4,354 New
APW
240
Austin Private Wealth
Texas
$200K +$197K +4,236 New
RP
241
Rowlandmiller & Partners
Georgia
$159K +$157K +3,370 New
IWP
242
IAG Wealth Partners
Wisconsin
$132K +$130K +2,788 New
TWM
243
Tradition Wealth Management
Minnesota
$131K +$130K +2,782 New
US Bancorp
244
US Bancorp
Minnesota
$128K +$127K +2,722 New
TI
245
tru Independence
Oregon
$109K +$107K +2,304 New
FCB
246
First Command Bank
Texas
$108K +$107K +2,301 New
FCFS
247
First Command Financial Services
Texas
$108K +$107K +2,301 New
PP
248
PrairieView Partners
Minnesota
$107K +$106K +2,275 New
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$106K +$105K +2,247 New
OC
250
Oakworth Capital
Alabama
$80K +$79.5K +1,705 New
7 8 9
10
11

DFUS Hedge Fund Activity: Q2 2021 in Review

262 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2021, worth a combined $2.36B.

Buyers outnumbered sellers: 262 funds opened new DFUS positions and 0 closed out — a net gain of 262 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Plancorp LLC, opening a new position worth an estimated $278M.

  • 262 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $2.36B of Dimensional US Equity ETF stock for Q2 2021.
  • 262 funds opened new Dimensional US Equity ETF positions in Q2 2021 and 0 closed out, a net change of +262 holders.
  • The largest Dimensional US Equity ETF buyer in Q2 2021 was Plancorp LLC, an estimated $278M added.

Based on aggregated 13F filings for Q2 2021.